Polen Focus Growth's surprisingly weak performance in 2022's first quarter does not reflect the prudence of its approach and strength of its experienced team. It retains its Morningstar Analyst Rating of Silver.
Polen Growth Investor POLRX
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will POLRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POLRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the POLRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of POLRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Even after a rough start to the year, this remains among the large-growth category's best options.
